How Planned Data Change Works

Planned Data Change lets you schedule automatic record updates for a future date without manual processing.

The Planned Data Change allows you to schedule changes to record data that will be automatically applied by the system at a future date. This feature is ideal for planning data updates that need to occur at specific times without manual intervention.

🔍 Automated Data Change Process

The Planned Data Change follows these key steps:

  1. Task Creation: Create tasks specifying which record and field to modify
  2. Value Setting: Set the new value that should replace the current one
  3. Scheduling: Set a future date for when the change should occur
  4. Automatic Execution: The system applies changes when the date arrives
  5. Status Tracking: Monitor the progress and results of all scheduled tasks

⚙️ Feature Capabilities

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With this feature, you can:

  • Schedule changes to almost any field in any table
  • Preview the current value before scheduling a change
  • Set changes to occur on specific future dates
  • Receive email notifications if any errors occur
  • Track the history of all data changes
  • Duplicate existing tasks to quickly create similar changes

🚀 Execution Mechanism

The execution works through a dedicated job queue entry:

  1. The job queue runs periodically and identifies tasks due for execution
  2. For each task, the system:
    • Validates the new value against the field's data type
    • Applies the change to the specified record
    • Updates the task status to "Completed"
    • Records the date and time when the change was made
  3. If errors occur, the system:
    • Sets the task status to "Error"
    • Records the error message
    • Sends an email notification to the user who scheduled the task

Easy Job Queue Creation

You can use a dedicated action that automatically creates and starts a job queue for scheduled changes - no additional configuration is required.

📊 Task Status Tracking

Tasks move through these statuses:

Status Description
New A newly created task that has not been scheduled yet
Scheduled A task that has been scheduled to run at a future date
Error A task that encountered an error during execution
Completed A task that has been successfully executed

Each status is color-coded in the task list for easy visual identification.